Creating recurring purchase orders manually can be a time consuming task. The recurring purchase order feature enables you to automatically generate recurring purchase orders from a new or existing approved purchase order.
Feature Console
Upgrade customers can use the SCM Acquisition Process Enhancements feature console feature to configure the recurring purchase order function. Before you can create recurring purchase orders you must perform the following feature console steps:
The Feature Console steps that configure SCM for recurring purchase orders are as follows:
- Step 1. Perform this step to automatically add recurring purchase order fields and section to Purchase Order Layout.
- Step 2. Perform this step to automatically add recurring purchase order fields and section to Drop Ship Purchase Order Layout.
- Step 3. Perform this step to automatically add recurring purchase order fields and section to Approved Purchase Order Layout.
- Step 4. Perform this step to automatically add recurring purchase order fields and section to Approved Drop Ship Purchase Order Layout.
- Step 5. Manually add the Create Recurring POs button for Lightning Experience via Salesforce Mobile and Lightning Experience Actions to the following page layouts:
- Approved Purchase Order Layout.
- Approved Drop ship Layout.